Wt Wealth Management Closed Holding Positions

Wt Wealth Management

$240 Million
Q4 2023

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
SLYV Spdr S&P 600 Small Cap Value E ETFs	Q2 2022 Filed on Jul 26, 2022	3,487	N/A
CRM Salesforce, Inc. Technology	Q2 2022 Filed on Jul 26, 2022	6,909	$155.6 - $218.85 $1.08M - $1.51M
BSCO Invesco Et Self Idxd Fd Tr Bul ETFs	Q2 2022 Filed on Jul 26, 2022	13,247	N/A
SLYG Spdr S&P 600 Small Cap Growth ETFs	Q2 2022 Filed on Jul 26, 2022	3,159	N/A
VTI Vanguard Total Stock Market Et ETFs	Q2 2022 Filed on Jul 26, 2022	4,852	N/A
PTBD Pacer Fds Tr Trendpilot U S Bo ETFs	Q2 2022 Filed on Jul 26, 2022	129,494	N/A

GLD Spdr Gold Trust ETFs	Q2 2022 Filed on Jul 26, 2022	1,129	$168.46 - $184.65 $190K - $208K
LMBS First Tr ETF Fd Iv First Tr Lo ETFs	Q2 2022 Filed on Jul 26, 2022	66,572	$47.98 - $48.96 $3.19M - $3.26M
BSV Vanguard Bd Index Fd Inc Short ETFs	Q2 2022 Filed on Jul 26, 2022	3,534	N/A
DOCU Docusign, Inc. Technology	Q2 2022 Filed on Jul 26, 2022	11,450	$56.81 - $112.28 $650K - $1.29M
SQ Block, Inc. Technology	Q2 2022 Filed on Jul 26, 2022	13,115	$57.51 - $145.19 $754K - $1.9M
VCSH Vanguard Sht Term Corp Bd ETF ETFs	Q2 2022 Filed on Jul 26, 2022	56,890	N/A
PEP Pepsico Inc Consumer Defensive	Q2 2022 Filed on Jul 26, 2022	1,530	$156.12 - $177.5 $239K - $272K
EPRF Innovator Etfs Tr S&P Invt Gra ETFs	Q2 2022 Filed on Jul 26, 2022	195,919	$18.95 - $21.75 $3.71M - $4.26M
XAR Spdr S&P Aerospace & Defense E ETFs	Q2 2022 Filed on Jul 26, 2022	2,419	N/A
AGG Ishares Core U.S. Aggregate Bo ETFs	Q2 2022 Filed on Jul 26, 2022	3,569	N/A
SUSC Ishares Tr Esg Aware Usd Corpo ETFs	Q2 2022 Filed on Jul 26, 2022	10,758	N/A
VXUS Vanguard Star Fd Vanguard Tota ETFs	Q1 2022 Filed on May 06, 2022	7,935	N/A

USHY Ishares Tr Broad Usd High Yiel ETFs	Q1 2022 Filed on May 06, 2022	7,322	$37.82 - $41.16 $277K - $301K
PGX Invesco ETF Tr Ii Pfd ETF ETFs	Q1 2022 Filed on May 06, 2022	22,972	$13.13 - $14.91 $302K - $343K
VGIT Vanguard Intermediate Term Tre ETFs	Q1 2022 Filed on May 06, 2022	16,196	N/A
ETSY Etsy Inc Consumer Cyclical	Q1 2022 Filed on May 06, 2022	5,473	$116.51 - $209.93 $638K - $1.15M
VYM Vanguard Whitehall Fds (Vangua ETFs	Q1 2022 Filed on May 06, 2022	2,859	N/A
IPAY Etfmg Prime Mobile Payments Et ETFs	Q1 2022 Filed on May 06, 2022	3,825	N/A
VB Vanguard Small Cap ETF ETFs	Q1 2022 Filed on May 06, 2022	1,044	N/A
XSOE Wisdomtree Tr Emerging Mkts Ex ETFs	Q4 2021 Filed on Jan 19, 2022	39,065	N/A
FLLV Franklin Templeton ETF Tr	Q4 2021 Filed on Jan 19, 2022	28,287	N/A
TWLO Twilio Inc Communication Services	Q4 2021 Filed on Jan 19, 2022	3,535	$248.17 - $369.23 $877K - $1.31M
ROKU Roku, Inc Communication Services	Q4 2021 Filed on Jan 19, 2022	4,279	$203.94 - $344.46 $873K - $1.47M
Innovator Etfs Tr Ii	Q4 2021 Filed on Jan 19, 2022	215,527	N/A
BSJM Invesco Et Self Idxd Fd Tr Bul	Q4 2021 Filed on Jan 19, 2022	8,743	N/A
CHWY Chewy, Inc. Consumer Cyclical	Q4 2021 Filed on Jan 19, 2022	13,894	$51.76 - $79.62 $719K - $1.11M
CRWD Crowd Strike Holdings, Inc. Technology	Q4 2021 Filed on Jan 19, 2022	1,047	$194.71 - $293.18 $204K - $307K
MBB Ishares Tr ETFs	Q4 2021 Filed on Jan 19, 2022	2,428	$107.03 - $108.32 $260K - $263K
IBUY Amplify ETF Tr Amplify Online ETFs	Q4 2021 Filed on Jan 19, 2022	2,045	$84.53 - $113.64 $173K - $232K

ZM Zoom Video Communications, Inc. Technology	Q3 2021 Filed on Oct 15, 2021	709	$257.41 - $401.12 $183K - $284K
BSJN Invesco Et Self Idxd Fd Tr Bul ETFs	Q3 2021 Filed on Oct 15, 2021	8,575	$25.26 - $25.5 $217K - $219K
BA Boeing CO Industrials	Q3 2021 Filed on Oct 15, 2021	921	$206.99 - $239.73 $191K - $221K
ABNB Airbnb, Inc. Consumer Cyclical	Q3 2021 Filed on Oct 15, 2021	6,091	$131.88 - $175.88 $803K - $1.07M
ALK Alaska Air Group, Inc. Industrials	Q3 2021 Filed on Oct 15, 2021	13,520	$52.83 - $61.43 $714K - $831K
BSJO Invesco Et Self Idxd Fd Tr Bul ETFs	Q3 2021 Filed on Oct 15, 2021	8,228	$24.93 - $25.26 $205K - $208K
PEJ Invesco Exchange Traded Fd Tr ETFs	Q3 2021 Filed on Oct 15, 2021	30,084	N/A
PINS Pinterest, Inc. Communication Services	Q2 2021 Filed on Jul 19, 2021	11,512	$55.45 - $85.98 $638K - $990K
Invesco Exch Trd Slf Idx Fd	Q2 2021 Filed on Jul 19, 2021	28,012	N/A
TDOC Teladoc Health, Inc. Healthcare	Q2 2021 Filed on Jul 19, 2021	3,301	$132.71 - $192.38 $438K - $635K
MTCH Match Group, Inc. Communication Services	Q2 2021 Filed on Jul 19, 2021	5,318	$136.81 - $164.27 $728K - $874K
IJR Ishares Core S&P Sm Cap ETF ETFs	Q2 2021 Filed on Jul 19, 2021	1,901	$106.38 - $116.3 $202K - $221K
DGX Quest Diagnostics Inc Healthcare	Q1 2021 Filed on Apr 29, 2021	3,135	$114.63 - $133.34 $359K - $418K
SPOT Spotify Technology S.A. Communication Services	Q1 2021 Filed on Apr 29, 2021	871	$252.59 - $364.59 $220K - $318K
Proshares Tr	Q1 2021 Filed on Apr 29, 2021	268,188	N/A

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